Regent Peak Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $690K | Sell |
7,689
-2,012
| -21% | -$181K | 0.16% | 61 |
|
|
2024
Q4 | $965K | Sell |
9,701
-14,492
| -60% | -$1.44M | 0.22% | 48 |
|
|
2024
Q3 | $2.75M | Sell |
24,193
-3,462
| -13% | -$393K | 0.63% | 28 |
|
|
2024
Q2 | $3.42M | Sell |
27,655
-558
| -2% | -$69.1K | 0.78% | 26 |
|
|
2024
Q1 | $3.72M | Sell |
28,213
-896
| -3% | -$118K | 0.95% | 24 |
|
|
2023
Q4 | $3.17M | Buy |
29,109
+3,514
| +14% | +$383K | 0.86% | 26 |
|
|
2023
Q3 | $2.63M | Buy |
25,595
+1,113
| +5% | +$115K | 0.81% | 27 |
|
|
2023
Q2 | $2.82M | Buy |
24,482
+14,183
| +138% | +$1.64M | 0.82% | 26 |
|
|
2023
Q1 | $1.1M | Buy |
10,299
+159
| +2% | +$16.9K | 0.34% | 51 |
|
|
2022
Q4 | $1.13M | Sell |
10,140
-624
| -6% | -$69.7K | 0.37% | 52 |
|
|
2022
Q3 | $927K | Sell |
10,764
-18,910
| -64% | -$1.63M | 0.33% | 56 |
|
|
2022
Q2 | $2.71M | Sell |
29,674
-482
| -2% | -$43.9K | 0.88% | 24 |
|
|
2022
Q1 | $2.47M | Buy |
30,156
+2,207
| +8% | +$181K | 0.71% | 30 |
|
|
2021
Q4 | $2.14M | Sell |
27,949
-4,719
| -14% | -$362K | 0.58% | 36 |
|
|
2021
Q3 | $2.45M | Sell |
32,668
-488
| -1% | -$36.7K | 0.7% | 28 |
|
|
2021
Q2 | $2.55M | Buy |
33,156
+1,720
| +5% | +$132K | 0.71% | 27 |
|
|
2021
Q1 | $2.31M | Buy |
31,436
+4,242
| +16% | +$312K | 0.76% | 27 |
|
|
2020
Q4 | $2.12M | Buy |
27,194
+726
| +3% | +$56.7K | 0.71% | 25 |
|
|
2020
Q3 | $2.1M | Buy |
26,468
+1,364
| +5% | +$108K | 0.89% | 23 |
|
|
2020
Q2 | $1.85M | Buy |
25,104
+4,066
| +19% | +$300K | 0.84% | 24 |
|
|
2020
Q1 | $1.54M | Buy |
21,038
+2,547
| +14% | +$187K | 0.86% | 22 |
|
|
2019
Q4 | $1.6M | Buy |
+18,491
| New | +$1.6M | 0.73% | 26 |
|